Form 990 for tax year 2022
Filed by NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES.
Totals
- Total revenue
- $83,640,008
- Total expenses
- $60,959,675
- Contributions and grants received
- $63,104,275
- Grants paid
- $13,395,063
- Program service revenue
- $3,921,341
- Investment income
- $9,819,898
- Other revenue
- $6,794,494
- Total assets, end of year
- $482,874,449
- Total liabilities, end of year
- $56,965,018
- Net assets or fund balances, end of year
- $425,909,431
- Program services expenses (Part IX)
- $48,713,710
- Management and general expenses
- $6,676,119
- Fundraising expenses
- $5,569,846
- Program service expenses (Part III)
- $48,713,710
Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
PAUL EDMONDSON
PRESIDENT & CEO
- Total calculated
- $483,892
- From this org
- $468,630
- From related orgs
- $0
- Other
- $15,262
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $466,344
- Bonus
- $0
- Other
- $2,286
- Deferred
- $14,500
- Nontaxable benefits
- $762
- Filer's total
- $483,892
-
KATHERINE MALONE-FRANCE
CHIEF PRESERVATION OFFICER
- Total calculated
- $310,706
- From this org
- $289,235
- From related orgs
- $0
- Other
- $21,471
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $288,821
- Bonus
- $0
- Other
- $414
- Deferred
- $12,255
- Nontaxable benefits
- $9,216
- Filer's total
- $310,706
-
THOMPSON M MAYES
CHIEF LEGAL OFCR & SECRETARY
- Total calculated
- $276,871
- From this org
- $251,913
- From related orgs
- $0
- Other
- $24,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,725
- Bonus
- $0
- Other
- $1,188
- Deferred
- $11,784
- Nontaxable benefits
- $13,174
- Filer's total
- $276,871
-
ANN MCELWAIN
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $273,271
- From this org
- $266,331
- From related orgs
- $0
- Other
- $6,940
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,925
- Bonus
- $15,072
- Other
- $334
- Deferred
- $0
- Nontaxable benefits
- $6,940
- Filer's total
- $273,271
-
LAURA BRACIS
CHIEF FINANCIAL OFFICER
- Total calculated
- $270,513
- From this org
- $251,398
- From related orgs
- $0
- Other
- $19,115
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,235
- Bonus
- $0
- Other
- $163
- Deferred
- $11,784
- Nontaxable benefits
- $7,331
- Filer's total
- $270,513
-
TABITHA ALMQUIST
CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $247,680
- From this org
- $236,313
- From related orgs
- $0
- Other
- $11,367
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,043
- Bonus
- $0
- Other
- $270
- Deferred
- $10,606
- Nontaxable benefits
- $761
- Filer's total
- $247,680
-
MATTHEW MONTGOMERY
CHIEF MARKETING OFFICER
- Total calculated
- $245,965
- From this org
- $237,652
- From related orgs
- $0
- Other
- $8,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,950
- Bonus
- $0
- Other
- $4,702
- Deferred
- $0
- Nontaxable benefits
- $8,313
- Filer's total
- $245,965
-
DEMOND LEGGS
EXEC DIR, AACHAF & SR VP, NTHP
- Total calculated
- $241,938
- From this org
- $221,622
- From related orgs
- $0
- Other
- $20,316
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,209
- Bonus
- $0
- Other
- $413
- Deferred
- $11,317
- Nontaxable benefits
- $8,999
- Filer's total
- $241,938
-
DENISE WISE
VP OF FINANCE & CONTROLLER
- Total calculated
- $220,660
- From this org
- $198,448
- From related orgs
- $0
- Other
- $22,212
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,674
- Bonus
- $0
- Other
- $774
- Deferred
- $9,947
- Nontaxable benefits
- $12,265
- Filer's total
- $220,660
-
MARIANNA KNIGHT
VP, HUMAN RESOURCES
- Total calculated
- $208,829
- From this org
- $198,703
- From related orgs
- $0
- Other
- $10,126
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,541
- Bonus
- $0
- Other
- $1,162
- Deferred
- $9,365
- Nontaxable benefits
- $761
- Filer's total
- $208,829
-
SUSAN LATTANZI
VP, IT & REAL ESTATE
- Total calculated
- $204,124
- From this org
- $185,875
- From related orgs
- $0
- Other
- $18,249
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,125
- Bonus
- $0
- Other
- $750
- Deferred
- $9,250
- Nontaxable benefits
- $8,999
- Filer's total
- $204,124
-
HILARY BAAR
VP, ANNUAL GIVING
- Total calculated
- $201,656
- From this org
- $183,795
- From related orgs
- $0
- Other
- $17,861
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,087
- Bonus
- $0
- Other
- $708
- Deferred
- $8,657
- Nontaxable benefits
- $9,204
- Filer's total
- $201,656
-
ROSS M BRADFORD
ASSISTANT CORPORATE SECRETARY
- Total calculated
- $177,377
- From this org
- $161,013
- From related orgs
- $0
- Other
- $16,364
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,875
- Bonus
- $0
- Other
- $138
- Deferred
- $7,460
- Nontaxable benefits
- $8,904
- Filer's total
- $177,377
-
JAY C CLEMENS
TRUSTEE, CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MARTHA NELSON
TRUSTEE, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
PHOEBE TUDOR
TRUSTEE, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM BATES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHRISTINA LEE BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ELIZABETH KIRKLAND CAHILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SAM DIXON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAMIEN DWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TRACY FRIST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ALISON K HOAGLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SHELLEY I HOON KEITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CH RANDOLPH LYON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JENNIFER SKYLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
G JACKSON TANKERSLEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT JOSEPH VILA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KAYWIN FELDMAN
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SAMANTHA KLEIN FRANK
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KJI KELLY
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID SCOTT PARKER
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOSEPH E QUINATA
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHARLES F SAMS III
EX OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Tax indemnification and gross-up payments
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A
- In FY2023, the National Trust provided a grossed up bonus payment to one key employee. The bonus was treated as taxable compensation.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
HISTORIC PRESERVATION
-
FIRST BAPTIST CHURCH ASHEVILLE
$250,000
HISTORIC PRESERVATION
-
$250,000
HISTORIC PRESERVATION
-
$250,000
HISTORIC PRESERVATION
-
$250,000
HISTORIC PRESERVATION
-
$250,000
HISTORIC PRESERVATION
-
$200,000
HISTORIC PRESERVATION
-
$200,000
HISTORIC PRESERVATION
-
HISTORIC PRESERVATION
-
$200,000
HISTORIC PRESERVATION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL MAIN STREET CENTER INC
501(C)(3) · HIST. PRESERV · DE · controlled entity
Directly controlled by NTHP
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
TRAVEL · DE · income $1,356,173 · assets $916,876
Directly controlled by NTCIC
-
NATIONAL TRUST INVESTMENT MGMNT LLC
COMMUNITY INV · DE · income $0 · assets $683
Directly controlled by NTCIC
-
COMMUNITY INV · DE · income $0 · assets $2,821,379
Directly controlled by NTCIC
-
NT HISTORIC REAL ESTATE EQUITY FUND LLC
COMMUNITY INV · DE · income $0 · assets $2,821,257
Directly controlled by NTCIC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
NATIONAL TRUST INSURANCE SERVICES LLC
UNRELATED · INSURANCE AGENCY · MD · 99% owned · share of income $878,449 · share of assets $104,926 · general or managing partner
Directly controlled by NTCIC
-
COOPER-MOLERA PRESERVATION LLC
RELATED · HISTORIC SITE · CA · 98% owned · share of income $670,865 · share of assets $8,293,452
Directly controlled by NTHP
-
NT HISTORIC REAL ESTATE DEBT FUND LLC
UNRELATED · COMMUNITY INV · DE · 99.99% owned · share of income $0 · share of assets $0 · general or managing partner
Directly controlled by NTHP
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NATIONAL TRUST COMMUNITY INVESTMENT CORP
C CORP · COMMUNITY INV · DE · 100% owned · share of income $6,138,741 · share of assets $20,122,224 · controlled entity
Directly controlled by NTHP
-
C CORP · COMMUNITY INV · DE · 100% owned · share of income $4,798,649 · share of assets -$73,364 · controlled entity
Directly controlled by NTCIC
-
C CORP · MAINTENANCE · NY · 100% owned · share of income $4,844,444 · share of assets $2,783,881 · controlled entity
Directly controlled by NTHP
-
CHARITABLE REMAINDER UNITRUSTS FOR NTHP
TRUST · CHARITABLE TR · DC · share of income $0 · share of assets $0
Directly controlled by NA
-
TRUST · CHARITABLE TR · DC · share of income $0 · share of assets $0
Directly controlled by NA
-
C CORP · COMMUNITY INV · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity
Directly controlled by NTCIC
-
C CORP · COMMUNITY INV · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity
Directly controlled by NTCIC
-
NTCIC HTC INVEST I MANAGER INC
C CORP · COMMUNITY INV · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity
Directly controlled by NTCIC
-
C CORP · COMMUNITY INV · DE · 100% owned · share of income $0 · share of assets $89,814 · controlled entity
Directly controlled by NTCIC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441209349301534
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